Waterloo Estate Planning Lawyers

Frederick P. Davies is the founder and senior partner of the Davies Law Firm, P.C., and a noted speaker on Estate Planning, Living Trusts, Long Term Care, Medicaid and Taxes. He earned a Bachelor of Arts in Political Science from the University of Vermont in 1982 and a law degree (Juris Doctor) from the Syracuse University College of Law in 1985. Following graduation, Mr. Davies was admitted to practice law in all the state courts of New York and Connecticut. He is also admitted to practice law before the United States Supreme Court, the United States Tax...

I have been practicing law since 1997. The main areas of law I practice include real estate, matrimonial, family, bankruptcy, wills and estates, personal injury, and estate planning (not necessarily in that order). If there is an area of law that you do not see here, I can still probably help by referring you to a trusted associate if I cannot help you myself. I taught real property law at Bryant and Stratton College in 1999, served on the bankruptcy committee for a number of years through the Monroe County Bar Association and have served countless hours of pro bono work...

Stephen Bennett represents clients in a wide variety of matters. Steve represents business owners throughout the lifecycle of their business from start up, to hiring their first employee, to acquisitions of equipment and other businesses, all the way to sale or transition to inside or outside ownership. Steve’s experience in representing many local lenders in secured transactions also allows him to provide a different perspective to his business clients. In addition, Steve counsels clients in both basic estate planning (Wills, Powers of Attorney, and Health Care Proxies) and in more complex estate and estate tax planning. Long-term care is a...

A native of Lancaster, New York, Nathan Shoff received his B.A. in Political Science summa cum laude from Canisius College in 2003, and graduated from SUNY Buffalo Law School magna cum laude in 2006. After working as an associate attorney in Buffalo from 2007-2008, Nathan joined the Thomson Reuters (West) publishing company as an Attorney-Editor of numerous criminal law, civil rights, intellectual property and international legal publications. Nathan is currently a member of the Monroe County Bar Association, the Ontario County Bar Association, and New York State Bar Association, and is a proud supporter of...

John has practiced law in Rochester for over 15 years and is admitted to practice in the following courts: New York State Court, U.S District Court for the Western District of New York, and United States Bankruptcy Court. He also currently serves as a justice for the Town of Pittsford, where he presides over civil matters including contract, real property, and municipal law, small claims, and criminal matters including felony preliminary hearings and misdemeanors. He is actively involved in his local community and participates in the following community activities: * Pittsford Town Board, Past Councilperson *...

Ms. Rothman advises clients in all aspects of estate planning with an emphasis on drafting wills and trusts tailored to individual clients’ needs, including protecting and providing for family members, carrying out charitable intentions, and minimizing tax obligations. Ms. Rothman also represents buyers and sellers of residential and commercial real estate throughout Tompkins County and the surrounding areas, and represents executors and trustees in connection with estate administration matters including Surrogate's Court proceedings, tax filings and post-mortem planning.

Trusts & Estates, including unique planning situations such as second marriages, unmarried couples, LGBT couples, and family members with special needs Elder law Guardianships Foreign estate planning and tax compliance Marcus also assists clients with personal matters such as child support enforcement, spousal maintenance enforcement and QDROs.

Confidential, Competent, Legal Representation

My practice is concentrated in the areas of residential real estate, Medicaid planning, wills and trusts, estate planning, probate and estate administration. Whether you are thinking of buying a new home, selling your existing home, planning for your future or dealing with the passing of a loved one, my 43+ years of experience in those matters will help you accomplish your goals as effectively and stress-free as possible. I can guarantee that I will personally deal with your concerns and you won't be shuffled off to a paralegal or young associate. If it's important to you, it's important to me. EXPERIENCE COUNTS!

Deborah is a solo practitioner in Ithaca, NY, and continues to practice in NJ. Her practice focuses on estate administration and estate planning, and real property transfers. She was previously a partner with the firm of Miller and Miller in Chenango County, staff counsel for the Chenango County Department of Social Services, and an editor for Gann Law Books, a NJ legal treatise publishing company. Prior to moving to NY in 1996, she was an associate with Garrigle and Palm, an insurance defense firm in NJ specializing in construction defect defense, products liability defense, insurance coverage, and...

John Moss Hinchcliff focuses on trusts and estates law, including estate and tax planning for foreign citizens, non-traditional and second families, persons with disabilities, and other complex planning issues. He assists business owners, professors, and other successful individuals and their families develop plans to manage their wealth and oversee its eventual transfer to spouses, children, charities and others. Mr. Hinchcliff also represents executors and trustees in connection with estate administration, including complex post-mortem tax and financial planning issues, estate tax returns and audits, and probate and trust proceedings, including Surrogates’ Court litigation such as will contests and contested accountings....

I have been in practice for over 35 years and have handled matter sin various areas of practice including Family law, Divorce, Wills and Estate administration, Real estate closings and Criminal/traffic. I am very responsive to clients needs and pride myself on following through and keeping in contact with my clients and ensuring they are satisfied with the result.

Frank Ventre, principal attorney, is a local lawyer who will provide personal service when you call the office. You will speak directly with Mr. Ventre and not handed down to a lower level associate. He is a graduate of the Syracuse University College of Law with Juris Doctor Degree; admitted to the New York bar in 1965. A member of New York State and American Bar Associations. Admitted to practice in South Carolina; the Federal Court in the Northern District of New York and the United States Supreme Court. Mr. Ventre served as special trial counsel to the City...